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State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
426
Fernwood Investment Management
Massachusetts
$641K – – –
CA
427
CGN Advisors
Kansas
$634K +$35.3K +846 +6%
ACA
428
Aptus Capital Advisors
Alabama
$633K -$1.84M -44,198 -74%
RCA
429
Ranch Capital Advisors
Florida
$626K -$5.58K -134 -0.9%
UCFA
430
United Capital Financial Advisors
Texas
$615K -$21.5K -515 -3%
RJT
431
Raymond James Trust
Florida
$614K +$85.7K +2,056 +16%
FMN
432
Financial Management Network
California
$613K +$12.5K +301 +2%
CIS
433
Continental Investors Services
Washington
$612K -$27.3K -656 -4%
IAP
434
Indie Asset Partners
Indiana
$610K -$583 -14 -0.1%
KFS
435
Kelly Financial Services
Massachusetts
$608K -$196K -4,698 -24%
TFG
436
Tilson Financial Group
New Jersey
$603K – – –
BCFS
437
Butensky & Cohen Financial Security
Florida
$601K -$500 -12 -0.1%
CPA
438
Capital Planning Advisors
California
$599K +$9.42K +226 +2%
CIAS
439
CFS Investment Advisory Services
New Jersey
$598K -$93.3K -2,239 -13%
BFA
440
Brown Financial Advisory
Alabama
$597K -$16.5K -396 -3%
SWM
441
SFG Wealth Management
Maryland
$596K +$25.9K +621 +5%
UFA
442
US Financial Advisors
Massachusetts
$593K -$10.9K -261 -2%
LA
443
LexAurum Advisors
Kansas
$583K -$62.1K -1,491 -10%
AWA
444
Alaska Wealth Advisors
Alaska
$577K +$6K +144 +1%
ME
445
McIlrath & Eck
Washington
$576K -$30.1K -723 -5%
SAI
446
Savvy Advisors Inc
New York
$576K -$62.7K -1,505 -10%
EFG
447
Ehrlich Financial Group
California
$572K -$66.2K -1,588 -10%
RFN
448
Redwood Financial Network
Ohio
$571K +$6.54K +157 +1%
PP
449
Patron Partners
Texas
$570K +$8.63K +207 +2%
FWM
450
Fingerlakes Wealth Management
New York
$567K -$51K -1,225 -8%
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18
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